Senior Financial Analyst

Codex; Town of Texas (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Codex, a fully integrated real estate firm overseeing assets and lending services in the United States, is seeking a Senior FP&A Financial Analyst to coordinate and manage financial data and documentation.

You will ensure accuracy and timeliness of regulatory submissions, collaborate with Legal and Finance, manage the regulatory response pipeline, and deepen understanding of our reporting systems while driving process improvements.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field; Master’s degree, CPA or CFA preferred.
• 5+ years of experience in financial reporting or analysis.
• Experience in Planful preferred.
• Strong skills in MS Word, Excel, and PowerPoint.
• Strong verbal and written communication skills.
• Strong interpersonal skills; collaborative and team-oriented.
• Open to change; agile; high learning agility.
• Strong analytical skills with sound judgement and problem-solving abilities.
• Ability to analyze and interpret data to identify opportunities and propose solutions.
• Strong attention to detail; strong compliance orientation; high quality of work product.
• Ability to prioritize; effective time management.
• Self-directed; proactive in surfacing issues/concerns.
• Strong business acumen; fiscal and technical aptitude.

Responsibilities

• Coordinate and manage financial data and documentation.
• Ensure accuracy, integrity, and timeliness of financial and servicing-related data for regulators.
• Support the company's compliance with all state requirements.
• Work closely with Legal and Finance teams; manage regulatory response pipeline.
• Maintain a deep understanding of financial reporting systems and resources.

Skills

Strong communication skills

Strong interpersonal skills

Collaborative work style

Team-oriented

Agile mindset

Analytical thinking

Problem-solving abilities

Data interpretation

Time management

Self-direction

Business acumen

Fiscal and technical aptitude

Education

Bachelor's in Finance/Accounting

Master's, CPA or CFA preferred

Tools

Planful

MS Word

MS Excel

PowerPoint

Job description

They are a fully integrated real estate firm that has grown into a diversified enterprise overseeing several billion in assets. The organization delivers coordinated solutions across the full spectrum of real estate and lending services.

Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing financial data and documentation. This role ensures the accuracy, integrity, and timeliness of financial and servicing-related data submitted to regulators and supports the company's compliance with all state requirements.

Additionally, this position works closely with the Legal and Finance teams, manages the regulatory response pipeline, and maintains a deep understanding of our financial reporting systems and resources.

Qualifications include:

• Bachelor's degree in Finance, Accounting, or a related field (Master's degree, CPA or CFA is preferred)
• 5+ years of experience in financial reporting or analysis
• Experience in Planful preferred
• Strong skills in MS Word, Excel, and PowerPoint
• Strong verbal and written communication skills
• Strong interpersonal skills
• Collaborative work style; high team-orientation
• Open to change; agile; high learning agility
• Strong analytical skills coupled with sound judgement
• Strong problem-solving abilities
• Ability to analyze and interpret data to identify opportunities and propose solutions
• Strong attention to detail; strong compliance orientation; high quality of work product
• Ability to prioritize; effective time management
• Self-directed; ability to proactively ask questions and surface issues/ concerns
• Strong business acumen; strong fiscal and technical aptitude